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Monolithic Power Systems, Inc.Informe acción NasdaqGS:MPWR

Capitalización bursátil US$81.2b
Precio de las acciones
US$1.58k
US$1.41k
11.7% sobrevalorado descuento intrínseco
1Y146.3%
7D-2.4%
Valor de la cartera
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Monolithic Power Systems, Inc.

Informe acción NasdaqGS:MPWR

Capitalización de mercado: US$81.2b

Monolithic Power Systems (MPWR) Resumen de Acciones

Monolithic Power Systems, Inc. ofrece soluciones de electrónica de potencia basadas en semiconductores en China, Taiwán, Corea del Sur, Sudeste Asiático, Europa, Estados Unidos, Japón y a escala internacional. Saber más

Análisis fundamental de MPWR
Puntuación del snowflake
Valoración0/6
Crecimiento futuro5/6
Rendimiento pasado2/6
Salud financiera6/6
Dividendos0/6

MPWR Community Fair Values

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Competidores de Monolithic Power Systems, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Monolithic Power Systems
Precios históricos de las acciones
Precio actual de la acciónUS$1,575.96
Máximo en las últimas 52 semanasUS$1,662.00
Mínimo de 52 semanasUS$630.00
Beta1.74
Cambio en 1 mes32.30%
Variación en 3 meses28.15%
Cambio de 1 año146.27%
Variación en 3 años295.36%
Variación en 5 años414.46%
Variación desde la OPV15,915.85%

Noticias y actualizaciones recientes

Artículo de análisis May 04

Earnings Update: Monolithic Power Systems, Inc. (NASDAQ:MPWR) Just Reported And Analysts Are Boosting Their Estimates

Monolithic Power Systems, Inc. ( NASDAQ:MPWR ) came out with its quarterly results last week, and we wanted to see how...

Recent updates

Artículo de análisis May 04

Earnings Update: Monolithic Power Systems, Inc. (NASDAQ:MPWR) Just Reported And Analysts Are Boosting Their Estimates

Monolithic Power Systems, Inc. ( NASDAQ:MPWR ) came out with its quarterly results last week, and we wanted to see how...
Actualización del análisis May 01

MPWR: Rich AI Data Center Hype Will Likely Compress Future Returns

Analysts have lifted the implied price target for Monolithic Power Systems by about $89. This reflects updated views on fair value, modest tweaks to growth and margin assumptions, and higher forward P/E multiples following a series of upward target revisions from major firms including TD Cowen, Truist, Needham, Rosenblatt, Deutsche Bank, KeyBanc, Citi, Oppenheimer and Stifel.
Actualización del análisis Apr 17

MPWR: Rising Payouts And Buybacks Will Support Future Earnings Power

The analyst fair value estimate for Monolithic Power Systems has increased from $1,500 to $1,550. Analysts cite updated assumptions around revenue, profit margins, and future P/E multiples, supported by a series of recent price target increases from major research firms.
Actualización del análisis Apr 03

MPWR: Recent Dividend Hike And Buyback Activity Will Support Higher Future Multiples

Monolithic Power Systems' updated price target moves to $1,500, with analysts pointing to modest tweaks in growth, margin, and P/E assumptions as recent target increases from multiple firms reset expectations. Analyst Commentary Recent Street research around Monolithic Power Systems has tilted firmly positive, with several bullish analysts lifting price targets and highlighting what they view as a constructive setup for both growth and execution.
Actualización del análisis Mar 20

MPWR: Recent Index Inclusion And Dividend Increase Will Support Higher Future Multiples

The analyst fair value estimate for Monolithic Power Systems has increased from $925 to $1,500, reflecting higher assumed revenue growth, profit margins, and a richer future P/E multiple that analysts attribute to a series of recent price target increases and upgrades across major research firms. Analyst Commentary Recent Street research on Monolithic Power Systems reflects a cluster of higher price targets and fresh upgrades in a short time frame.
Seeking Alpha Mar 11

Monolithic Power Systems: Robust Growth, But Price Is Stretched

Summary Monolithic Power Systems' specialization in DC-DC power semiconductors, fabless model, and advanced process technologies drive superior growth and market share gains across diversified end markets. Despite a temporary setback in the Enterprise Data segment due to Nvidia order shifts, growth rebounded strongly, supported by new customer wins and robust AI/data center demand. Key risks include customer concentration and foundry dependence, but Monolithic Power Systems' technology leadership and expanding customer base underpin a strong multi-year growth outlook. Read the full article on Seeking Alpha
Actualización del análisis Mar 05

MPWR: Higher Multiple Assumptions Will Test Execution As Dividend And Index Role Expand

Narrative Update on Monolithic Power Systems The updated analyst price target for Monolithic Power Systems has moved from about $972 to roughly $1,116. Analysts cite adjusted assumptions for revenue growth, profit margins, fair value, and future P/E as key factors behind the change.
Nuevo análisis Feb 22

Monolithic Power Systems (MPWR) Powering the Hyperscale Era: The Efficiency Moat

Monolithic Power Systems (MPWR) is currently operating at the peak of its powers, with the stock trading at $1,204.10 as of the market close on February 20, 2026. The company recently capped off a stellar 2025, reporting record full-year revenue of $2.8 billion —a 26.4% year-over-year increase—driven primarily by its dominance in the AI data center space.
Actualización del análisis Feb 19

MPWR: DC AI And Data Center Demand Will Support Future Earnings

Analysts have raised their consolidated price target for Monolithic Power Systems by $130 to $1,328, citing updated views on revenue growth, profit margins, and a slightly lower expected future P/E multiple. Analyst Commentary Recent research updates cluster on the positive side, with several firms lifting their price targets or upgrading their views on Monolithic Power Systems.
Artículo de análisis Feb 11

Monolithic Power Systems (NASDAQ:MPWR) Is Paying Out A Larger Dividend Than Last Year

Monolithic Power Systems, Inc. ( NASDAQ:MPWR ) has announced that it will be increasing its dividend from last year's...
Actualización del análisis Feb 05

MPWR: Elevated P/E Assumptions Will Likely Magnify Execution And Demand Risks

Analysts have lifted their fair value estimate for Monolithic Power Systems from about $659 to roughly $972, citing updated assumptions that include a higher future P/E multiple and refreshed views on growth and profitability. These revisions are aligned with the recent series of upward price target changes and upgrades.
Artículo de análisis Jan 30

Monolithic Power Systems, Inc. (NASDAQ:MPWR) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected

Monolithic Power Systems, Inc. ( NASDAQ:MPWR ) shares have had a really impressive month, gaining 28% after a shaky...
Actualización del análisis Jan 22

MPWR: DC AI Demand And Enterprise Data Ramps Will Support Multiyear Earnings

Narrative Update Analysts have nudged their fair value estimate for Monolithic Power Systems slightly higher to about $1,198 per share, citing recent price target increases and supportive commentary around diversified growth and DC/AI demand. Analyst Commentary Recent research has generally leaned positive on Monolithic Power Systems, with several bullish analysts raising price targets and pointing to solid execution across key end markets, especially data center and AI related demand.
Actualización del análisis Jan 07

MPWR: DC AI And Enterprise Data Strength Will Support Multiyear Earnings Expansion

Analysts have nudged their fair value estimate for Monolithic Power Systems higher to about $1,196 from roughly $1,181. This reflects updated views on diversified growth, stronger DC/AI and Enterprise Data demand, and a slightly richer forward P/E multiple supported by recent target hikes at major firms.
Artículo de análisis Jan 07

Here's Why We Think Monolithic Power Systems (NASDAQ:MPWR) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Actualización del análisis Dec 15

MPWR: AI And Data Center Demand Will Drive Multiyear Earnings Expansion

Analysts have modestly raised their price targets on Monolithic Power Systems, with new forecasts clustering in the $1,050 to $1,300 range. They cite stronger than expected DC and AI driven demand, diversified Enterprise Data and industrial growth, and a clearer path to accelerating earnings over the next several years.
Actualización del análisis Nov 29

MPWR: Momentum in AI and Data Segments Will Drive Outperformance Through 2026

Analysts have raised their price targets for Monolithic Power Systems significantly. New targets now range from $1,025 to $1,300 per share, citing strong quarterly results, diversified growth across end markets, and momentum in enterprise data and AI-related segments.
Actualización del análisis Nov 15

MPWR: Ongoing Market Momentum Will Drive Outperformance Through 2025

Analysts have raised their price target for Monolithic Power Systems by approximately $20 to $1,180.93. They cite strong quarterly results, ongoing momentum across diversified end markets, and the expectation of continued earnings and margin expansion.
Actualización del análisis Oct 31

MPWR: Enterprise Data Segment Will Drive Share Gains Into 2026

Analysts have increased their fair value estimate for Monolithic Power Systems from $979 to $1,161. This change reflects stronger-than-expected guidance and continued share gains in Enterprise Data and Industrial segments.
Actualización del análisis Oct 17

Overvaluation And Rising Costs Will Erode Semiconductor Margins

Analysts have raised their price target for Monolithic Power Systems by over $110 to approximately $979. They cite strong enterprise data momentum, an expanded share in key markets, and increased confidence in the company's growth trajectory through 2027.
Actualización del análisis Oct 03

Overvaluation And Rising Costs Will Erode Semiconductor Margins

The analyst price target for Monolithic Power Systems has increased from $843.23 to $867.46, reflecting analysts' optimism about the company's expanding product share and multiple growth drivers across Enterprise Data, Communications, and Automotive sectors. Analyst Commentary Recent updates from street research highlight a wave of price target increases for Monolithic Power Systems, underscoring positive sentiment surrounding the company’s long-term growth drivers.
Artículo de análisis Jul 15

Monolithic Power Systems (NASDAQ:MPWR) Shareholders Will Want The ROCE Trajectory To Continue

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Jun 13

At US$719, Is It Time To Put Monolithic Power Systems, Inc. (NASDAQ:MPWR) On Your Watch List?

Monolithic Power Systems, Inc. ( NASDAQ:MPWR ) saw a significant share price rise of 58% in the past couple of months...
Seeking Alpha Mar 29

Monolithic Power Systems: I See The Valuation Multiple Contracting Going Forward

Summary Monolithic Power Systems benefits from AI demand, but faces competition and market challenges, including tariffs and Nvidia's issues, affecting its stock performance. MPWR's power management products are essential for AI-enabled devices, converting and regulating currents for CPUs and GPUs, with potential growth in data centers. The power management market is competitive and semi-consolidated, with products often seen as commodities, relying on manufacturing efficiency and economies of scale. MPWR's financials show cyclicality, with a 5-year average growth rate of 29% and potential for gross margin expansion as the business scales production. Read the full article on Seeking Alpha
Seeking Alpha Feb 24

Monolithic Power: An Undervalued Growth Stock With Strong Dividend Potential

Summary Monolithic Power, a US-based global company that provides high-performance, semiconductor-based power management solutions, is now a $33 billion (by market cap) chip dominator. The US is the largest single geographic market for the company, accounting for 37% of revenue. To date, MPWR increased its dividend for seven consecutive years, with a five-year dividend growth rate of 25.9%. Monolithic moved its revenue from $333 million in FY 2015 to $2.2 billion in FY 2024, a compound annual growth rate of 23.5%. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

MPWRUS SemiconductorMercado US
7D-2.4%8.4%3.2%
1Y146.3%119.7%31.0%

Rentabilidad vs. Industria: MPWR superó a la industria US Semiconductor, que obtuvo un rendimiento del 119.7% el año pasado.

Rentabilidad vs. Mercado: MPWR superó al mercado US, que obtuvo un rendimiento del 31% el año pasado.

Volatilidad de los precios

Is MPWR's price volatile compared to industry and market?
MPWR volatility
MPWR Average Weekly Movement7.5%
Semiconductor Industry Average Movement10.5%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: MPWR no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de MPWR (8%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19974,501Michael Hsingwww.monolithicpower.com

Monolithic Power Systems, Inc. ofrece soluciones de electrónica de potencia basadas en semiconductores en China, Taiwán, Corea del Sur, Sudeste Asiático, Europa, Estados Unidos, Japón y a escala internacional. La empresa ofrece soluciones de corriente continua (CC) a CC para convertir y controlar voltajes dentro de una gama de sistemas electrónicos, como servidores y estaciones de trabajo con CPU basados en la nube y locales, sistemas de IA, memoria, soluciones de almacenamiento, portátiles, infoentretenimiento, fuentes de alimentación, electrodomésticos, infraestructura de red y comunicaciones por satélite. También proporciona corriente alterna (CA) a CC; transistores de efecto de campo de semiconductores de óxido metálico conductores; circuitos integrados (CI) de gestión de energía; y productos de control de iluminación e interruptores limitadores de corriente.

Resumen de fundamentos de Monolithic Power Systems, Inc.

¿Cómo se comparan los beneficios e ingresos de Monolithic Power Systems con su capitalización de mercado?
Estadísticas fundamentales de MPWR
Capitalización bursátilUS$81.18b
Beneficios(TTM)US$679.66m
Ingresos (TTM)US$2.96b
113.9x
Ratio precio-beneficio (PE)
26.2x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de MPWR
IngresosUS$2.96b
Coste de los ingresosUS$1.33b
Beneficio brutoUS$1.63b
Otros gastosUS$951.92m
BeneficiosUS$679.66m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)13.83
Margen bruto55.18%
Margen de beneficio neto22.98%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado MPWR a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

0.5%
Rentabilidad actual por dividendo
48%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 01:05
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Monolithic Power Systems, Inc. está cubierta por 25 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Tristan GerraBaird
Brian PiccioniBMO Capital Markets Equity Research
Nicholas AberleBrean Capital Historical (Janney Montgomery)